--- title: "Filtering Reports via Page Control" slug: "filtering-reports-via-page-controls" updated: 2025-06-17T13:59:08Z published: 2025-06-17T13:59:08Z --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt > Use this file to discover all available pages before exploring further. # Filtering Reports via Page Control ## Overview In addition to the onboard filtration options available in the **Report Designer**, [Reports](https://documentation.decisions.com/v9/docs/reports) can be filtered using various [**Page Controls**](https://documentation.decisions.com/v9/docs/page-control-glossary) in conjunction with the Report's **Runtime Behavior**. Such controls include but are not limited to the [**Form Tile**](https://documentation.decisions.com/v9/docs/form-tiles) or a [**Flow Run Part**](https://documentation.decisions.com/v9/docs/flow-run-part). The Flow Run Part allows a Flow that contains a Form to run within the designated space on a [Page/Dashboard](https://documentation.decisions.com/v9/docs/pages-dashboards); this Flow can be configured to take in user-defined [**Filter**](https://documentation.decisions.com/v9/docs/using-inline-filters)****criteria and send it to the Report. A Form Tile can be used in tandem with an **Active Form Flow** to **Trigger**an event that filters the Report after an **Event Button** (or another Trigger object) is selected. --- ## Setup The following section can establish an attached Page/Dashboard with a Report Designer that displays Account Data Source information that can subsequently be filtered via a Flow Run Part or Form Tile. 1. From a new or preexisting [attached Page/Dashboard](https://documentation.decisions.com/v9/docs/create-pages-dashboards), add a **Report Viewer** from **Toolbox > FAVORITES**. 2. From the **Properties**of the **Report****Viewer**, under REPORT SETUP, click PICK OR CREATE DEFAULT REPORT, then CREATE a new Report. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_15h39_52.png) 3. From the **Report Designer**, create a [**Report**](https://documentation.decisions.com/v9/docs/create-reports)that uses the **Account Data Source** and the **Email Address****Data Field**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_15h41_20.png) 4. Under **Filters**, **Add**and select**Field Filters > Email Address >****Email Address Contains**. Then from the **Properties**tab under SETTINGS, select **Get Values From Other Reports** from the **Runtime Behavior** dropdown. While still in the Properties tab, enable **Show all data when filter value empty**. Then, **Save**and close the **Report Designer**.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_15h43_10.png) --- ## Flow Run Part 1. Back in the **Page****Designer**, under **Toolbox > DESIGNER ENTITIES > FLOWS**, add a **Flow Run Part** to the top portion of the **Page**, and expand it horizontally across the workspace. From the **Properties**tab of the **Flow Run Part**, under FLOW INFO, click PICK OR CREATE FLOW ID, then CREATE a new Flow. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_15h44_28.png) 2. From the **Flow Designer**, under **Toolbox > FAVORITE STEPS**, attach a **Show Form** step to the **Start**step. From the newly added step's **Properties**, click PICK OR CREATE FORM, then CREATE a new Form. 3. From the **Form Designer**, create a [**Form**](https://documentation.decisions.com/v9/docs/create-forms) using a single **Text****Box**with the corresponding **Label**"Email Address Contains" and two **Buttons**; one labeled "Clear Filter" and one labeled "Search." From the **Properties**of the **Text****Box**, ensure that each item under OUTCOME SCENARIOS is set to **Optional**. Then, **Save**and close the **Form****Designer**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_15h47_39.png) 4. From the **Flow Designer**in the **Properties**for the Form step, set the mapping for **Email Address Contains** to **Ignore**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_15h49_17.png) 5. Under **Toolbox > DESIGNER ENTITIES > REPORTING**, attach a **Set Dashboard Report Parameters** step to the **Search**path of the Form step. From the **Properties**of Set Dashboard Report Parameters, under **DATA DEFINITIONS > ReportParameters**, click ADD. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_15h51_50.png) 6. From the **Add ReportParameters** window, provide a **Name**that matches the **Report's****Filter**(in this case, "Email Address Contains"). Leave **Type**set to **String [Text]**, then click OK. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_15h52_18.png) 7. Under the INPUTS section of the****Set Dashboard report Parameters step's**Properties**, map "Email Address Contains" to its respective **Input**. Then, in another tab, obtain the **Designer Folder ID** of the Designer Project containing the Page; return to the Flow and **Constant**map the obtained Designer Folder ID to **Folder Id**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-17_09h52_28.png) 8. From the FAVORITE STEPS category, attach a **Create Data** step to the **Clear Filter** path. From the **Properties**of the Create Data step, under **DATA > Data to Create**, click SHOW EDITOR. In the resulting **Data to Create** window, define the data by providing a NAME, selecting **String [Text]** from the TYPE dropdown, and leaving the INPUT blank. Then, **Save**and close the window;  the blank INPUT is used to clear out the Text Box upon selecting the **Clear****Button**.  ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_15h54_13.png) 9. Back in the **Flow****Designer**, connect the **Done**path of the **Create****Data**step to the **Set Dashboard Report Parameters** step and the Done path of Set Dashboard Report Parameters to the **Show Form** step. **Save**and close the Flow, then Save and close the Page. Back in the **Add Page/Dashboard** window, click SAVE. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_15h55_19.png) ### Debug 1. Navigate to the added Page by clicking its respective tab at the top of the Page. 2. From the **Flow Run Part** on the Page, verify that the Report filters out values based on the submitted **Search**criteria and that the criteria clear out upon selecting the **Clear Filter Button**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-17_09h54_41.png) --- ## Form Tile 1. Back in the **Page Designer**, under**Toolbox > Tiles,** add a **Form Tile** to the Page. From the **Properties**of the added Form Tile, under INPUT, select PICK OR CREATE TILE FORM. Then, CREATE a new Form Tile.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_16h05_49.png) 2. From the resulting **Form Designer**, add an **Event Button** from **Toolbox > ACTIONS > EVENTS** to the Form. Note that the Event Button is used as the trigger for filtration on the Report; any other [Control](https://documentation.decisions.com/v9/docs/form-control-glossary) can be used in its place if desired. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_16h07_26.png) 3. From the **Properties** tab of the Form, under **FORM RULES > Active Form Flows**, click ADD. In the resulting **Add Active Form Flows** window, under **ADVANCED > Triggers**, select the **Event Button** and enable the **Click**checkbox. In FLOW DATA, provide a **Name**, then click EDIT RULE FLOW.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_16h10_59.png) 4. From the Flow Designer, attach a **Set Dashboard Report Parameters** step to the **Start**and **End**steps. Navigate to the **Properties**tab of the newly added step. Under **DATA DEFINITIONS > ReportParameters**, click ADD. 5. In the **Add ReportParameters** window, under DATA DEFINITION, provide the **Name**"Email Address Contains", then click OK. This **Report Parameter** will be used to dictate which value is adjusted upon selecting the **Event Button**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_16h13_39.png) 6. From the **Properties**tab of the **Set Dashboard Report Parameters** step, map **Flow Data.InitiatingUserEmail** to **Email Address Contains**; this will filter the Report to values containing the specific Email of the user that selects the filter **Button**. Then, open a new tab. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_16h14_50.png) 7. In the new tab, navigate to a **Folder**or **Designer Project** that the Page is attached to, right-click it and select **Manage > Get Folder ID**; copy the resulting ID via **Copy Text**, then click DONE. Then, navigate back to the Flow. 8. Back in the **Properties**tab of the **Set Dashboard Report Parameters** step, under INPUTS, **Constant**map the copied **Folder Id** to its respective Input. Then Save and close the Flow Designer. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_16h16_38.png) 9. Back in the **Form Designer** in the **Add Active Form Flows** window, click OK. Then, **Save**and close the Form Designer, as well as the **Page Designer**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-16_16h17_16.png) ### Debug 1. From the **Decisions Studio**, navigate to the Folder containing the attached Page. 2. From the Page, in the **Form Tile** section, click the **Event Button**. 3. Verify that the Report filters out the expected values.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-17_09h58_40.png) --- For further information on Pages, visit the [Decisions Forum](https://community.decisions.com/categories/Pages).